Creative Legacy Planning with Johnne Syverson
In Partnership with the Community Foundation of Northeast Iowa and Cedar Valley Nonprofit Association
Thursday, October 12th 11:30 - 1:00PM
Community Foundation of Northeast Iowa
3117 Greenhill Circle, Cedar Falls, IA 50613
Lunch Provided
RSVP Here
This eye-opening presentation provides understanding of key principles including what is philanthropy and how to give cash and noncash assets tax-effectively to fund Life Income Planned Giving instruments such as CRTs and CGAs. Participants will understand how to create an impactful giving plan for their donors and clients. A Certified Financial Planner will be on hand after the presentation to answer questions in regard to all types of Legacy Gifts. Click here to learn more about our speaker, Johnne Syverson.
Both in-person and virtual attendance options are available. Virtual attendees will be emailed a link to join prior to the event. Lunch will be provided beginning at 11:30 for in-person attendees. The program will begin at noon and we will open the virtual meeting a few minutes prior.
Non-members are welcome! Our AFP board will be available to answer any questions you may have about joining our group.
In Partnership with the Community Foundation of Northeast Iowa and Cedar Valley Nonprofit Association
Thursday, October 12th 11:30 - 1:00PM
Community Foundation of Northeast Iowa
3117 Greenhill Circle, Cedar Falls, IA 50613
Lunch Provided
RSVP Here
This eye-opening presentation provides understanding of key principles including what is philanthropy and how to give cash and noncash assets tax-effectively to fund Life Income Planned Giving instruments such as CRTs and CGAs. Participants will understand how to create an impactful giving plan for their donors and clients. A Certified Financial Planner will be on hand after the presentation to answer questions in regard to all types of Legacy Gifts. Click here to learn more about our speaker, Johnne Syverson.
Both in-person and virtual attendance options are available. Virtual attendees will be emailed a link to join prior to the event. Lunch will be provided beginning at 11:30 for in-person attendees. The program will begin at noon and we will open the virtual meeting a few minutes prior.
Non-members are welcome! Our AFP board will be available to answer any questions you may have about joining our group.
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